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Logia Portfolio Management LLC

● SEC registered since 2015CRD 269963SEC# 801-106482Leawood, KS
Export (members)
Reg. AUM
$764.4M
Employees
3
Accounts
1
Location
Leawood, KS

Logia Portfolio Management LLC assets under management

Logia Portfolio Management LLC is a registered investment adviser overseen by the SEC based in Leawood, KS. The firm has been registered since 2015. It reports $764.4 million in regulatory assets under management and employs 3 people.

Logia Portfolio Management LLC owners & executives

4 reported
NameTitleOwnershipSince
Charles Paul Kirschner ControlChief Compliance OfficerUnder 5%2025
Firstsun Capital Bancorp ControlOwnerOver 75%2017
John Emery Sawyer ControlPresidentUnder 5%2024
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Frequently asked questions

How much does Logia Portfolio Management LLC manage?

Logia Portfolio Management LLC reports $764.4 million in regulatory assets under management on its Form ADV.

How many employees does Logia Portfolio Management LLC have?

Logia Portfolio Management LLC reports 3 employees.

Where is Logia Portfolio Management LLC located?

Logia Portfolio Management LLC is based in Leawood, KS and has been SEC-registered since 2015.

Does Logia Portfolio Management LLC disclose fund performance?

Logia Portfolio Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address15100 Rosewood Street, Leawood, KS 66224
Phone844-882-0193
Office hours9:00 a.m. To 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$764.4M
Total (RAUM)$764.4M